Estate Planning and Administration have long been mainstays of Lorenzo Law Office’s practice. They provide
advice to clients regarding estate planning, probate, minimizing Federal estate and Indiana inheritance taxes, and guardianships.
Their expertise in this area covers all facets of lifetime planning and extends, upon death, through the resolution of the
estate. Lorenzo Law Office assists clients on a broad range of probate issues.
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After
death, Lorenzo Law assists the family of the decedent in the transfer of assets to heirs and beneficiaries. They are experienced
in the probate of wills and administration of estates, Federal estate and Indiana inheritance tax strategies, and tax return
preparation, will contests and probate litigation. When probate is required, Jeff Lorenzo prepares probate court documents;
obtains the appointment of the personal representative of the estate; and prepares accountings and inventories of assets and
coordinates appraisals.
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Lorenzo
Law Office also advises clients in formulating comprehensive estate plans:
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● Wills
● Irrevocable Trusts
● Life Insurance Trusts
● Revocable Living Trusts
● Durable Powers Of Attorney
●
Health Care Powers Of Attorney
● Advanced
Medical Directives
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Lorenzo and Bevers are also familiar with
the following more sophisticated planning techniques:
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● Gifts
Programs
● Pre-Nuptial Agreements
● Qualified Personal Residence Trusts
● Family Partnerships
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Medicaid Planning. For clients concerned about rising nursing home costs or those with family
members having special needs, Jeff Lorenzo provides advice and prepares appropriate documents to preserve assets and dignity,
as well as eligibility for Medicaid and other government assistance programs.
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●
Medicaid Eligible (supplemental needs) Trusts
